Marba\u015f Menkul De\u011ferler'in raporunda “\u0130\u00e7 tarafta Ekim ay\u0131na k\u0131yasla risk unsurlar\u0131n\u0131n daha az oldu\u011fu Kas\u0131m ay\u0131na g\u00f6rece zay\u0131f ba\u015flansa da bankac\u0131l\u0131k \u00fczerinde not artt\u0131r\u0131m\u0131 , F35 \u2013 CAATSA s\u00fcrecinde iyile\u015fme demeci , bilan\u00e7o bazl\u0131 kademeli toparlanman\u0131n s\u00fcrmesi ve makro odakl\u0131 g\u00fcndem e\u015fli\u011finde orta uzun vadeli senaryoda pozitif seyrin devam\u0131n\u0131 beklerken ilk a\u015famada s\u0131ras\u0131yla 10800 ve 11bin b\u00f6lgesinin \u00fczerinde kal\u0131c\u0131l\u0131k aray\u0131\u015f\u0131n\u0131 takip edece\u011fiz.” ifadeleri kullan\u0131ld\u0131.\u00a0<\/p>\n
Raporun devam\u0131nda ise \u015funlar aktar\u0131ld\u0131:<\/p>\n
“Yeni g\u00fcnde CDS 8 puan, TR-VIX 50 baz puan yukar\u0131da i\u015flem g\u00f6r\u00fcyor. Bu do\u011frultuda kataliz\u00f6r aray\u0131\u015flar\u0131 s\u00fcrecek. 10550-11000 band\u0131nda i\u015flem aktivitesine devam ediyor olaca\u011f\u0131z.<\/p>\n
ABD\u2019de h\u00fck\u00fcmetin a\u00e7\u0131l\u0131\u015f\u0131yla beraber makro verileri takip ederken ABD ekonomisine dair gecikmi\u015f veriler \u0131\u015f\u0131\u011f\u0131nda gelen endi\u015feler sonucu FED\u2019in Aral\u0131k ay\u0131nda faiz indirim ihtimalinin zay\u0131flad\u0131\u011f\u0131n\u0131 izlemekteyiz. Bunlara ek olarak teknoloji hisseleri \u00fczerinde de\u011ferleme bazl\u0131 soru i\u015faretlerinin de endeksler \u00fczerinde bask\u0131 unsuru olu\u015fturdu\u011funu izlerken yeni g\u00fcnde NVDIA bilan\u00e7osunu takip edece\u011fiz. NVDIA \u00fczerinde hisse ba\u015f\u0131na kazan\u00e7 beklentisi 1.26 $ olarak beklenirken gelecek sonu\u00e7lar\u0131n endeks \u00fczerinde k\u0131sa vadeli etkisinin y\u00fcksek olmas\u0131n\u0131 beklemekteyiz. Yeni g\u00fcnde de yukar\u0131daki geli\u015fmeler \u0131\u015f\u0131\u011f\u0131nda kar\u0131\u015f\u0131k seyrin hakim oldu\u011funu g\u00f6rmekteyiz.<\/p>\n
Asya-Pasifik\u2019te tahvil piyasas\u0131ndaki endi\u015feler , Japonya-\u00c7in gerilimi ve teknoloji hisseleri odakl\u0131 soru i\u015faretleriyle olu\u015fan sat\u0131\u015flar\u0131n ard\u0131ndan tepki al\u0131\u015flar\u0131n\u0131 takip etmekteyiz. K\u0131sa vadeli olarak tepki al\u0131\u015flar\u0131 izlesek de \u00f6zellikle Japonya\u2019da mali endi\u015felerin devam\u0131 ve \u00c7in ile ger\u00e7ekle\u015fen jeopolitik gerginli\u011fin hem Japonya hem de Asya genelinde sat\u0131\u015f bask\u0131s\u0131 yaratt\u0131\u011f\u0131 ve k\u0131r\u0131lgan yap\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc s\u00f6yleyebiliriz.<\/p>\n
Avrupa\u2019da karma\u015f\u0131k seyir 16.haftaya ta\u015f\u0131nd\u0131. K\u00fcreselden gelen etki do\u011frudan olumsuz bask\u0131 yarat\u0131yor. \u0130ngiltere Merkez Bankas\u0131 (BoE) Para Politikas\u0131 Komitesi \u00fcyesi Dhingra, faiz oranlar\u0131n\u0131n nispeten yak\u0131n bir zamanda n\u00f6tr seviyeye indirilmesi gerekti\u011fini s\u00f6yledi. Dhingra, bu ay PPK\u2019da faizlerin y\u00fczde 4,0 seviyesinden indirilmesi y\u00f6n\u00fcnde oy kullanan d\u00f6rt \u00fcyeden biri oldu. Kuruldaki \u00e7o\u011funluk ise faizleri sabit tutma y\u00f6n\u00fcnde oy kulland\u0131. Oy gerek\u00e7esinin \u00f6zetinde, para politikas\u0131n\u0131n \u00e7ok s\u0131k\u0131 oldu\u011funu ve ekonomideki zay\u0131f talep g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc \u00f6nlemek i\u00e7in faizlerin \u015fimdiye kadar d\u00fc\u015f\u00fcr\u00fclm\u00fc\u015f olmas\u0131 gerekti\u011fini belirten Dhingra, “S\u0131k\u0131l\u0131\u011f\u0131n bir bu\u00e7uk y\u0131l daha devam edece\u011fini \u00f6ng\u00f6rd\u00fc\u011f\u00fcm\u00fcz i\u00e7in, n\u00f6tr faiz oran\u0131na nispeten yak\u0131nda ula\u015fmam\u0131z gerekti\u011fini d\u00fc\u015f\u00fcn\u00fcyorum” dedi. Yeni g\u00fcnde Avrupa piyasalar\u0131 k\u00fcresele paralel \u015fekilde sat\u0131c\u0131l\u0131 seyretmeyi s\u00fcrd\u00fcr\u00fcyor.<\/p>\n
Emtialarda Alt\u0131n nezdinde son d\u00f6nemde 4000$ band\u0131nda konsolidasyon s\u00fcreci s\u00fcrerken Brent nezdinde stok art\u0131\u015f\u0131na paralel olarak d\u00fc\u015f\u00fc\u015f\u00fcn s\u00fcrd\u00fc\u011f\u00fcn\u00fc izlerken Rusya\u2019n\u0131n Novorossiysk liman\u0131n\u0131n Ukrayna sald\u0131r\u0131s\u0131n\u0131 ertelemesi ve iki g\u00fcnl\u00fck ask\u0131 s\u00fcrecine paralel olarak \u00f6nden y\u00fcklemelerin sonucu olarak hafif art\u0131\u015f g\u00f6rmekteyiz. \u00d6zetle haber ak\u0131\u015flar\u0131n\u0131 d\u0131\u015far\u0131da b\u0131rak\u0131rsak brent nezdinde zay\u0131f seyrin s\u00fcrd\u00fc\u011f\u00fcn\u00fc s\u00f6yleyebiliriz.<\/p>\n
Ekonomik takvimde i\u00e7 tarafta \u00f6nemli bir veri yok. K\u00fcresel tarafta 10\u2019da \u0130ngiltere T\u00dcFE yay\u0131nlanacak. Bir miktar dengelenmesini bekliyoruz. 13\u2019te Avro B\u00f6lgesi T\u00dcFE gelecek. S\u0131n\u0131rl\u0131 art\u0131\u015f beklenebilir. 22\u2019de FED Toplant\u0131 Tutanaklar\u0131 takip edilecek. \u0130\u00e7eriklerini \u00f6nemsiyoruz.<\/p>\n
Cumhurba\u015fkan\u0131 Erdo\u011fan, bug\u00fcn saat 12\u2019de Ak Parti Grup Toplant\u0131s\u0131nda konu\u015facak. CAATSA ve di\u011fer s\u00fcre\u00e7lere dair a\u00e7\u0131klama yapmas\u0131 beklenebilir.<\/p>\n
Cumhurba\u015fkan\u0131 Erdo\u011fan, Cumhurba\u015fkanl\u0131\u011f\u0131 K\u00fclliyesi'nde Ukrayna Devlet Ba\u015fkan\u0131 Zelenski\u2019yi 16\u2019da resmi t\u00f6renle kar\u015f\u0131layacak, 16:05\u2019te ikili g\u00f6r\u00fc\u015fme ve 17\u2019de \u00e7al\u0131\u015fma yeme\u011fi sonras\u0131 18\u2019de ortak bas\u0131n toplant\u0131s\u0131 d\u00fczenlenecek.<\/p>\n
Saat 11\u2019de AMB Politika toplant\u0131s\u0131 d\u00fczenlenecek.<\/p>\n
Plan ve B\u00fct\u00e7e Komisyonu'nda saat 10\u2019da Ula\u015ft\u0131rma ve Altyap\u0131 Bakanl\u0131\u011f\u0131'n\u0131n 2026 y\u0131l\u0131 b\u00fct\u00e7esi g\u00f6r\u00fc\u015f\u00fclecek. Taahh\u00fct, demiryolu ve benzeri \u015firketler i\u00e7in \u00f6nemli olacak.”<\/p>\n
<\/strong> \u0130stanbul, 19 Kas\u0131m (Hibya)- Marba\u015f Menkul De\u011ferler, yeni g\u00fcnde Avrupa piyasalar\u0131n\u0131n k\u00fcresele paralel \u015fekilde
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"
\nsat\u0131c\u0131l\u0131 seyretmeyi s\u00fcrd\u00fcr\u00fcyor oldu\u011funu bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":8013,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,1],"tags":[],"class_list":["post-8012","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/8012","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=8012"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/8012\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/8013"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=8012"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=8012"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=8012"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}